As of November 6, 2025, Novo Nordisk and Eli Lilly have finalized deals with the US government to offer select GLP-1 obesity treatments at lower prices in exchange for broader Federal payer coverage, where Medicare patients will now be able to access injected obesity offerings for $50 per month.
CRA’s Becky Davis examines how these dramatic price reductions, combined with Direct-to-Patient distribution models, may be accelerating employer migration away from traditional health plans and creating new competitive opportunities for manufacturers willing to bypass traditional PBM barriers.
